Wells Fargo
SGM

Wells Fargo’s Stonegate Mortgage Corporation SGM Stock Holding History

Wells Fargo’s Portfolio SGM Stock Details SGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-2,282
Closed -$13K – 6551
2016
Q1 		$13K Buy
2,282
+589
+35% +$2.63K ﹤0.01% 5629
2015
Q4 		$9K Sell
1,693
-4,001
-70% -$22.7K ﹤0.01% 5773
2015
Q3 		$40K Sell
5,694
-4,420
-44% -$37K ﹤0.01% 5336
2015
Q2 		$102K Buy
10,114
+1,602
+19% +$16.9K ﹤0.01% 5050
2015
Q1 		$92K Sell
8,512
-286
-3% -$3.01K ﹤0.01% 4778
2014
Q4 		$105K Buy
8,798
+5
+0.1% +$63 ﹤0.01% 4727
2014
Q3 		$115K Sell
8,793
-2,304
-21% -$31.9K ﹤0.01% 4598
2014
Q2 		$155K Buy
11,097
+2,362
+27% +$32.9K ﹤0.01% 4499
2014
Q1 		$130K Sell
8,735
-1,080
-11% -$16.4K ﹤0.01% 4541
2013
Q4 		$162K Buy
+9,815
New +$168K ﹤0.01% 4338

Other funds holding SGM

AFG
American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
SCC
Second Curve Capital Radnor, Pennsylvania $93.1M AUM 66.93% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return
WCM
Waterstone Capital Management St. Louis Park, Minnesota $98.6M AUM 19.4% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EBIM
Eagle Boston Investment Management Boston, Massachusetts $87.3M AUM 4.18% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return

Wells Fargo's SGM Position: Q2 2016 in Review

Wells Fargo sold out of Stonegate Mortgage Corporation (SGM) in Q2 2016, closing a stake of 2,282 shares — an estimated $13K sold.

Wells Fargo first reported a position in SGM in Q4 2013 and held it in 10 quarters. The position peaked at $162K in Q4 2013. 37 funds tracked by Wall St. Rank hold SGM as of Q2 2016.

  • Wells Fargo reported no remaining Stonegate Mortgage Corporation position as of Q2 2016 after selling out during the quarter.
  • Wells Fargo sold 2,282 Stonegate Mortgage Corporation shares in Q2 2016, an estimated $13K.
  • Wells Fargo first reported a position in Stonegate Mortgage Corporation in Q4 2013 and held it in 10 quarters.
  • Wells Fargo's Stonegate Mortgage Corporation position peaked at $162K in Q4 2013.
  • 37 funds tracked by Wall St. Rank held Stonegate Mortgage Corporation as of Q2 2016.

Based on Wells Fargo's 13F filing for Q2 2016, filed 11 Aug 2016.